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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
LPP
4601
Long Path Partners
Connecticut
$295M +$35.9M +14% 3.15% 9.18% 10 40%
SPWM
4602
Straight Path Wealth Management
Michigan
$295M +$47.3M +19% 10.3% 70.6% 121 13.22%
DC
4603
Defender Capital
North Carolina
$295M +$40.9M +16% 20.2% 83.5% 42 23.81%
WIC
4604
Whitegate Investment Counselors
New Hampshire
$295M +$12.8M +5% 5.15% 40.3% 70 8.57%
WOCP
4605
White Oak Capital Partners
Singapore
$294M +$49.5M +20% 8.65% 17 17.65%
YCM
4606
Yakira Capital Management
Connecticut
$294M +$31.1M +12% 6.64% 77.4% 267 49.06%
GAG
4607
Goodman Advisory Group
Massachusetts
$294M -$33.7M -10% 13.3% 62.7% 209 43.54%
HKIM
4608
Hayek Kallen Investment Management
Alabama
$294M +$22.5M +8% 8.35% 68.5% 98 10.2%
BIC
4609
B&I Capital
Switzerland
$294M -$13.6M -4% 2.05% 15.9% 32 9.38%
KFSC
4610
Keystone Financial Services (Colorado)
Colorado
$294M +$31.6M +12% 9.6% 52.9% 121 21.49%
SCP
4611
Sivia Capital Partners
California
$294M +$79.6M +37% 15.2% 464 43.97%
CVA
4612
Central Valley Advisors
California
$294M +$29.8M +11% 7.27% 143 20.98%
XPN
4613
XY Planning Network
Montana
$294M +$144M +96% 7.74% 174 41.95%
FAFC
4614
First American Financial Corporation
California
$294M +$24.4M +9% 9.95% 3 0%
ACM
4615
Aurdan Capital Management
Pennsylvania
$294M +$28.1M +11% 6.7% 92 13.04%
SWM
4616
Sterling Wealth Management
Illinois
$293M 6.63% 110
APW
4617
Acima Private Wealth
Virginia
$293M +$14.8M +5% 6.92% 45.2% 187 7.49%
SCPM
4618
Sea Cliff Partners Management
California
$293M +$15M +5% 8.84% 18 33.33%
ACG
4619
Arch Capital Group
Bermuda
$293M -$65.3M -18% 0.46% 2.15% 4 0%
IPW
4620
Intergy Private Wealth
Colorado
$293M +$30.1M +11% 10.4% 67.6% 104 12.5%
WMR
4621
Wealth Management Resources
Rhode Island
$293M +$17.3M +6% 4.41% 36.5% 34 8.82%
PIC
4622
PCJ Investment Counsel
Ontario, Canada
$293M +$37.1M +14% 13.8% 165% 75 28%
THCM
4623
Taylor Hoffman Capital Management
Virginia
$293M +$22.8M +8% 9.17% 119 4.2%
HGA
4624
Hobbs Group Advisors
South Carolina
$292M +$29.4M +11% 7.56% 165 22.42%
FC
4625
Fusion Capital
South Carolina
$292M +$30M +11% 8.21% 73.5% 93 17.2%